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BAY COLONY ADVISORS
CONCORD, MA
978-369-7200
SEC #801-107792Total AUM
$1.4B
Employees
36Clients
2,668Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
86 BAKER AVENUE EXTENSION
SUITE 310
CONCORD
MA 01742
United States
SUITE 310
CONCORD
MA 01742
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
978-369-7200
Other Offices
16
Financials
Total AUM
$1.4B
Accounts
4,340Discretionary
$1.4B
Accounts
4,254Non-Discretionary
$54.5M
Accounts
86
Clients
Individual Clients
1,786AUM
$542M
HNW Individual Clients
864AUM
$849.5M
Pension/Profit Sharing Plan Clients
8AUM
$41.7M
Corporation or Business Clients
10AUM
$1.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PLATFORM FEE FROM SUB-ADVISERS
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAIAKSLAMAMDMEMINCNHNJNVNYPARISCTXUTVAVTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.